Bank of New York Mellon Corp
BNY- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0001390777
In the last 90 days, Bank of New York Mellon Corp insiders filed 0 open-market purchases and 3 sales; 1,885 institutions reported holding it in 13F filings for Q2 2026, worth $83.1B in total; superinvestors Markel Group and Harris Associates (Oakmark) hold it.
Other share classesBNY.PK
13F holders, Q2 2021
Institutional positions in Bank of New York Mellon Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,082
- +32 vs. Q1 2021
- Shares held
- 722.6M
- −2.96M (−0.4%) vs. Q1 2021
- Total value
- $37.0B
- +$2.70B (+7.9%) vs. Q1 2021
- New holders
- 110
- 376 more added
- Sold out
- 78
- 367 more reduced
9 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BNY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,885 | $83.1B |
| Q1 2026 | 1,769 | $67.9B |
| Q4 2025 | 1,760 | $68.4B |
| Q3 2025 | 1,646 | $63.9B |
| Q2 2025 | 1,556 | $54.5B |
| Q1 2025 | 1,505 | $51.9B |
| Q4 2024 | 1,442 | $47.8B |
| Q3 2024 | 1,293 | $44.6B |
| Q2 2024 | 1,252 | $37.6B |
| Q1 2024 | 1,256 | $36.2B |
| Q4 2023 | 1,170 | $33.4B |
| Q3 2023 | 1,087 | $27.4B |
| Q2 2023 | 1,083 | $28.9B |
| Q1 2023 | 1,131 | $29.9B |
| Q4 2022 | 1,123 | $30.9B |
| Q3 2022 | 1,031 | $26.1B |
| Q2 2022 | 1,055 | $28.3B |
| Q1 2022 | 1,143 | $33.6B |
| Q4 2021 | 1,154 | $39.3B |
| Q3 2021 | 1,054 | $36.3B |
| Q2 2021 | 1,082 | $37.0B |
| Q1 2021 | 1,059 | $34.5B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 5,804 | $297.0K | 0.01% | −3,028−34.3% | Reduced |
| Toroso Investments, LLC | 5,794 | $297.0K | 0.01% | +5,794 | New |
| Tokio Marine Asset Management Co Ltd | 5,852 | $300.0K | 0.03% | +871+17.5% | Added |
| Caption Management, LLC | 5,900 | $301.0K | 0.03% | +5,900 | New |
| Baker Ellis Asset Management LLC | 5,890 | $302.0K | 0.06% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 5,899 | $302.0K | 0.02% | +629+11.9% | Added |
| Parallel Advisors, LLC | 5,923 | $303.0K | 0.01% | +654+12.4% | Added |
| Alhambra Investment Partners LLC | 5,980 | $306.0K | 0.23% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 5,981 | $306.0K | 0.10% | 00.0% | Unchanged |
| Northeast Investment Management | 6,000 | $307.0K | 0.02% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 6,013 | $308.0K | 0.08% | +6,013 | New |
| Vivaldi Capital Management, LLC | 5,729 | $309.0K | 0.06% | −29−0.5% | Reduced |
| Walleye Trading LLC | 6,048 | $310.0K | 0.01% | −16,350−73.0% | Reduced |
| Cetera Advisors LLC | 6,060 | $310.0K | 0.01% | +858+16.5% | Added |
| Perpetual Investment Management Ltd | 6,173 | $315.0K | 0.04% | +1,200+24.1% | Added |
| Dorchester Wealth Management Co | 6,200 | $318.0K | 0.07% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 6,198 | $318.0K | 0.24% | +6+0.1% | Added |
| Balentine LLC | 6,201 | $318.0K | 0.01% | +6,201 | New |
| Avalon Investment & Advisory | 6,242 | $320.0K | 0.01% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 6,257 | $321.0K | 0.02% | +131+2.1% | Added |
| Altfest L J & Co Inc | 6,288 | $322.0K | 0.07% | −231−3.5% | Reduced |
| Alexandria Capital, LLC | 6,286 | $322.0K | 0.03% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 6,294 | $322.0K | 0.02% | +105+1.7% | Added |
| Meridian Wealth Management, LLC | 6,342 | $325.0K | 0.04% | +6,342 | New |
| IFG Advisors, LLC | 6,365 | $326.0K | 0.16% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 6,446 | $330.0K | 0.02% | +1,636+34.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,465 | $331.0K | 0.23% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 6,509 | $333.0K | 0.01% | −8,669−57.1% | Reduced |
| City Holding Co | 6,516 | $333.0K | 0.06% | −1,850−22.1% | Reduced |
| Ontario Teachers Pension Plan Board | 6,531 | $335.0K | 0.00% | +403+6.6% | Added |
| First Horizon Corp | 6,584 | $337.0K | 0.03% | +20+0.3% | Added |
| Quantinno Capital Management LP | 6,621 | $339.0K | 0.38% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 6,645 | $340.0K | 0.25% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 6,649 | $341.0K | 0.11% | +30.0% | Added |
| Lido Advisors, LLC | 6,694 | $343.0K | 0.01% | +456+7.3% | Added |
| Columbus Macro, LLC | 6,751 | $346.0K | 0.11% | −264−3.8% | Reduced |
| Peoples Financial Services Corp. | 6,750 | $346.0K | 0.14% | +550+8.9% | Added |
| Foundations Investment Advisors, LLC | 6,958 | $347.0K | 0.02% | +6,958 | New |
| Sepio Capital, LP | 6,788 | $348.0K | 0.03% | −14,542−68.2% | Reduced |
| Tdam USA Inc. | 6,802 | $349.0K | 0.02% | −79−1.1% | Reduced |
| Fox Run Management, L.L.C. | 6,841 | $350.0K | 0.32% | −781−10.2% | Reduced |
| Checchi Capital Advisers, LLC | 6,833 | $350.0K | 0.04% | −91−1.3% | Reduced |
| ARGI Investment Services, LLC | 6,827 | $350.0K | 0.01% | −62−0.9% | Reduced |
| Advisor OS, LLC | 6,835 | $350.0K | 0.07% | +6,835 | New |
| Jackson Square Capital, LLC | 6,827 | $350.0K | 0.11% | +6,827 | New |
| Hancock Whitney Corp | 6,872 | $352.0K | 0.01% | −5−0.1% | Reduced |
| Wrapmanager Inc | 6,870 | $352.0K | 0.09% | +255+3.9% | Added |
| Accredited Investors Inc. | 6,887 | $353.0K | 0.04% | +6,887 | New |
| First National Bank & Trust Co of Newtown | 6,928 | $355.0K | 0.07% | −600−8.0% | Reduced |
| Cresset Asset Management, LLC | 7,020 | $360.0K | 0.01% | −164−2.3% | Reduced |
| Front Barnett Associates LLC | 7,030 | $360.0K | 0.04% | 00.0% | Unchanged |
| First Mercantile Trust Co | 7,057 | $362.0K | 0.04% | −896−11.3% | Reduced |
| Summit Financial, LLC | 7,145 | $366.0K | 0.04% | +7,145 | New |
| Quadrant Private Wealth Management, LLC | 7,183 | $368.0K | 0.15% | −50−0.7% | Reduced |
| Atlantic Union Bankshares Corp | 7,187 | $368.0K | 0.04% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 7,179 | $368.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,192 | $368.0K | 0.01% | +1,264+21.3% | Added |
| Horizon Kinetics Asset Management LLC | 7,194 | $369.0K | 0.01% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 7,209 | $369.0K | 0.02% | +282+4.1% | Added |
| Keystone Financial Group | 7,245 | $371.0K | 0.07% | 00.0% | Unchanged |
| Covington Capital Management | 7,250 | $371.0K | 0.01% | +785+12.1% | Added |
| Garrett Investment Advisors LLC | 7,261 | $372.0K | 0.12% | +56+0.8% | Added |
| Thompson Siegel & Walmsley LLC | 7,307 | $374.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 7,383 | $378.0K | 0.02% | −819−10.0% | Reduced |
| Trust Asset Management LLC | 7,377 | $378.0K | 0.05% | +806+12.3% | Added |
| Dynamic Technology Lab Private Ltd | 7,387 | $378.0K | 0.04% | +7,387 | New |
| Orion Portfolio Solutions, LLC | 7,438 | $381.0K | 0.01% | +1,897+34.2% | Added |
| Ieq Capital, LLC | 7,466 | $382.0K | 0.01% | +2,025+37.2% | Added |
| IVC Wealth Advisors LLC | 7,467 | $383.0K | 0.27% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 7,500 | $384.0K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 7,486 | $384.0K | 0.02% | −28−0.4% | Reduced |
| Laurion Capital Management LP | 7,600 | $389.0K | 0.01% | −410,663−98.2% | Reduced |
| Benin Management CORP | 7,619 | $390.0K | 0.12% | −13,200−63.4% | Reduced |
| D.A. Davidson & Co. | 7,640 | $391.0K | 0.00% | −549−6.7% | Reduced |
| First Horizon Advisors, Inc. | 7,665 | $391.0K | 0.02% | −512−6.3% | Reduced |
| Balasa Dinverno & Foltz LLC | 7,623 | $391.0K | 0.03% | −390−4.9% | Reduced |
| JNBA Financial Advisors | 7,705 | $395.0K | 0.05% | +798+11.6% | Added |
| Quadrant Capital Group LLC | 7,772 | $398.0K | 0.06% | +99+1.3% | Added |
| Clear Perspective Advisors, LLC | 7,763 | $398.0K | 0.14% | +100+1.3% | Added |
| Fukoku Mutual Life Insurance Co | 7,800 | $400.0K | 0.03% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 7,880 | $403.0K | 0.16% | +160+2.1% | Added |
| Heritage Wealth Advisors | 7,889 | $404.2K | 0.02% | −4,566−36.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 7,913 | $405.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 7,952 | $408.0K | 0.02% | +1,655+26.3% | Added |
| Davenport & Co LLC | 7,977 | $409.0K | 0.00% | −819−9.3% | Reduced |
| Sentry Investment Management LLC | 7,979 | $409.0K | 0.10% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 8,074 | $414.0K | 0.09% | −400−4.7% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 8,822 | $417.0K | 0.04% | −8,822−50.0% | Reduced |
| Rodgers Brothers Inc. | 8,145 | $417.0K | 0.08% | 00.0% | Unchanged |
| S&T Bank | 8,131 | $417.0K | 0.06% | +8,131 | New |
| Longfellow Investment Management Co LLC | 8,157 | $418.0K | 0.06% | −4,654−36.3% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 8,187 | $419.0K | 0.15% | +8,187 | New |
| Glenview Trust Co | 8,293 | $425.0K | 0.02% | 00.0% | Unchanged |
| Apella Capital, LLC | 8,311 | $426.0K | 0.07% | +989+13.5% | Added |
| Huntington National Bank | 8,370 | $428.0K | 0.00% | −1,850−18.1% | Reduced |
| Smith, Moore & Co. | 8,383 | $429.0K | 0.06% | −5,344−38.9% | Reduced |
| Truadvice, LLC | 8,575 | $430.0K | 0.09% | +440+5.4% | Added |
| Veritas Investment Partners (UK) Ltd. | 8,387 | $430.0K | 0.02% | 00.0% | Unchanged |
| Camden Capital, LLC | 8,420 | $431.0K | 0.10% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 8,421 | $431.4K | 0.15% | −1,095−11.5% | Reduced |